UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$1.26B |
| 2 |
Strategy Inc
MSTR
|
+$745M |
| 3 |
Electronic Arts
EA
|
+$725M |
| 4 |
TotalEnergies
TTE
|
+$639M |
| 5 |
Walmart Inc
WMT
|
+$585M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
NVIDIA
NVDA
|
+$1.87B |
| 2 |
Apple
AAPL
|
+$1.41B |
| 3 |
Microsoft
MSFT
|
+$1.16B |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$1.03B |
| 5 |
Southwest Airlines
LUV
|
+$727M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 17.52% |
| 2 | Financials | 9.54% |
| 3 | Healthcare | 6.68% |
| 4 | Industrials | 6.61% |
| 5 | Consumer Discretionary | 6.41% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
601
Zoom
ZM
$29.5B
| $191M | 0.03% |
2,209,740
+650,339
| +42% | +$54.7M |
|
602
Workiva
WK
$3.46B
| $190M | 0.03% |
2,204,792
+1,426,674
| +183% | +$126M |
|
603
IonQ
IONQ
$14.9B
| $190M | 0.03% |
4,224,205
-77,396
| -2% | -$4.34M |
|
604
PGIM Ultra Short Bond ETF
PULS
$18.3B
| $189M | 0.03% |
3,802,516
-299,830
| -7% | -$14.9M |
|
605
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
| $188M | 0.03% |
3,747,377
+81,659
| +2% | +$4.11M |
|
606
Agnico Eagle Mines
AEM
$83.8B
| $188M | 0.03% |
1,107,869
-115,623
| -9% | -$19.4M |
|
607
Novartis
NVS
$294B
| $188M | 0.03% |
1,361,274
-240,859
| -15% | -$31.5M |
|
608
iShares Preferred and Income Securities ETF
PFF
$13.3B
| $187M | 0.03% |
6,035,335
+316,936
| +6% | +$9.87M |
|
609
Baidu
BIDU
$37.7B
| $187M | 0.03% |
1,429,249
-894,198
| -38% | -$111M |
|
610
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
| $186M | 0.03% |
3,576,050
-224,092
| -6% | -$11.6M |
|
611
iShares MSCI ACWI ex US ETF
ACWX
$11.8B
| $185M | 0.03% |
2,761,518
+79,121
| +3% | +$5.24M |
|
612
Tractor Supply
TSCO
$17.5B
| $185M | 0.03% |
3,700,158
+1,302,328
| +54% | +$70.1M |
|
613
Medpace
MEDP
$16.4B
| $185M | 0.03% |
328,879
+81,250
| +33% | +$46.1M |
|
614
CALL
Ormat Technologies
ORA
$6.02B
| $185M | 0.03% |
1,672,026
| – | – |
|
615
Coca-Cola Europacific Partners
CCEP
$48B
| $185M | 0.03% |
2,035,674
+43,942
| +2% | +$3.97M |
|
616
CALL
Morgan Stanley
MS
$343B
| $184M | 0.03% |
1,039,050
-938,700
| -47% | -$157M |
|
617
iShares MBS ETF
MBB
$39.1B
| $184M | 0.03% |
1,935,167
+166,427
| +9% | +$15.9M |
|
618
Hartford Financial Services
HIG
$39.4B
| $184M | 0.03% |
1,332,113
+100,822
| +8% | +$13.3M |
|
619
IQVIA
IQV
$38.9B
| $183M | 0.03% |
814,057
-181,034
| -18% | -$39.4M |
|
620
Dutch Bros
BROS
$9.01B
| $183M | 0.03% |
2,995,317
+747,626
| +33% | +$42.5M |
|
621
Arm
ARM
$293B
| $183M | 0.03% |
1,677,194
-385,568
| -19% | -$56.1M |
|
622
Darling Ingredients
DAR
$9.19B
| $183M | 0.03% |
5,090,623
-4,082,495
| -45% | -$138M |
|
623
W.W. Grainger
GWW
$60.7B
| $183M | 0.03% |
180,990
+18,868
| +12% | +$18.3M |
|
624
Viking Holdings
VIK
$48.3B
| $182M | 0.03% |
2,547,943
+1,046,270
| +70% | +$66.8M |
|
625
PUT
Palo Alto Networks
PANW
$296B
| $182M | 0.03% |
987,300
+171,800
| +21% | +$34.7M |
|
Similar funds
UBS Group's Q4 2025 Portfolio in Review
As of Q4 2025, UBS Group held 11,616 positions worth $617B, down 3.4% from $638B the previous quarter. Its ten largest holdings account for 15% of the portfolio.
UBS Group withdrew a net $32.7B in Q4 2025, closing 1,185 positions and reducing 4,503 holdings. Its most notable exit was Kellanova, an estimated $617M position sold in full.
By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 18% a quarter earlier, followed by Financials and Healthcare.
Against the trend, UBS Group opened a new position in Solstice Advanced Materials worth $130M.
- UBS Group's largest Q4 2025 buy was Solstice Advanced Materials: 2,681,543 shares worth $130M.
- UBS Group added most to State Street SPDR S&P 500 ETF Trust in Q4 2025, an estimated $1.26B increase.
- UBS Group's biggest Q4 2025 reduction was NVIDIA, cutting an estimated $1.87B.
- UBS Group fully exited Kellanova in Q4 2025, selling an estimated $617M.
- UBS Group's ten largest holdings make up 15% of its $617B portfolio in Q4 2025.
- UBS Group opened 1,317 new positions and closed 1,185 in Q4 2025.
- UBS Group's portfolio value fell 3.4% quarter-over-quarter to $617B.
Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.